Latest Institutional Transactions on Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DEHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
27.9K+ 21.54% |
$678K - $732K
|
158K
$4.5M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
581+ 6.31% |
$14.1K - $15.2K
|
9.78K
$280K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$24.3 - $26.2
|
1.78K
$50.8K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 4.12% |
$126K - $136K
|
132K
$3.76M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
60K+ 29.94% |
$1.46M - $1.57M
|
260K
$7.44M
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.43K+ 6.3% |
$59K - $63.7K
|
41.1K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.02K+ 103.71% |
$73.2K - $79K
|
5.93K
$169K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
370+ 1.1% |
$8.98K - $9.69K
|
33.9K
$969K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.9K+ 65.05% |
$387K - $417K
|
40.4K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
11KNew |
$266K - $288K
|
11K
$314K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-101- 0.52% |
$2.45K - $2.65K
|
19.2K
$548K
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 2.63% |
$37.6K - $40.6K
|
57.4K
$1.64M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.37K- 5.82% |
$130K - $141K
|
86.9K
$2.48M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 8.49% |
$36.5K - $39.4K
|
19.2K
$549K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59.7K+ 25.69% |
$1.45M - $1.57M
|
292K
$8.35M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.7K- 43.25% |
$983K - $1.1M
|
52.1K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
42+ 0.5% |
$1.04K - $1.16K
|
8.51K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$371K - $415K
|
15K
$429K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.5KNew |
$86.6K - $96.9K
|
3.5K
$100K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.28K- 6.75% |
$31.5K - $35.3K
|
17.6K
$503K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.75KNew |
$68.1K - $76.1K
|
2.75K
$78.6K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
54.5KNew |
$1.35M - $1.51M
|
54.5K
$1.56M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 116.97% |
$406K - $454K
|
30.4K
$870K
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6.01K- 23.59% |
$149K - $166K
|
19.5K
$556K
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.38K- 0.63% |
$34.2K - $38.3K
|
219K
$6.26M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
915New |
$22.6K - $25.3K
|
915
$26.2K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 116.76% |
$10.9K - $12.2K
|
815
$23.3K
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
12.6KNew |
$312K - $349K
|
12.6K
$361K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
203New |
$5.02K - $5.62K
|
203
$5.8K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.17K+ 44.07% |
$28.9K - $32.4K
|
3.83K
$109K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.7K- 80.1% |
$1.23M - $1.39M
|
12.6K
$360K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.74KNew |
$188K - $212K
|
7.74K
$221K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-34- 24.11% |
$825 - $930
|
107
$3.06K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.74KNew |
$188K - $212K
|
7.74K
$221K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
560New |
$13.6K - $15.3K
|
560
$16K
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.65K- 3.23% |
$39.9K - $45K
|
49.3K
$1.41M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-113- 7.52% |
$2.74K - $3.09K
|
1.39K
$39.7K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18KNew |
$433K - $472K
|
18K
$515K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76New |
$1.83K - $1.99K
|
76
$2.17K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
43New |
$1.03K - $1.12K
|
43
$1.23K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 11.42% |
$44.3K - $48.2K
|
18K
$514K
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
896KNew |
$21.5M - $23.4M
|
896K
$25.6M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-109K- 20.27% |
$2.61M - $2.84M
|
427K
$12.2M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3K+ 2.77% |
$72K - $78.3K
|
111K
$3.18M
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
666New |
$15.2K - $16.6K
|
666
$19K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
765+ 3.41% |
$17.5K - $19.1K
|
23.2K
$663K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
94+ 6.74% |
$2.15K - $2.35K
|
1.49K
$42.5K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
308New |
$7.05K - $7.68K
|
308
$8.8K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.37K+ 3.3% |
$73.6K - $81.6K
|
105K
$3.01M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 33.33% |
$2.19K - $2.43K
|
400
$11.4K
|